Financial Advisory Services Representative

SECU•Fayetteville, NC

About The Position

The Financial Advisory Services (FAS) Representative supports delivery of FAS within an assigned district by servicing existing client relationships and introducing members to FAS products and services. The role handles activities that do not require investment licensing, enabling financial advisors to focus on client relationships, prospecting, and cross-selling. The representative coordinates with financial advisors, trust representatives, branch staff, and back-office teams; helps connect members with qualified FAS employees; and supports account preparation, maintenance, and follow-up. The position also promotes FAS through staff training and community events, delivers and submits account documents, and follows applicable compliance, confidentiality, security, and training requirements.

Requirements

High school degree or GED.
Current life insurance license or willingness to obtain one.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office applications.
Ability to meet people, develop member confidence, and earn the respect and trust of members, co-workers, and the Credit Union.
Ability to adapt quickly to changing daily work needs.
Strong multitasking and organizational skills.
Discretion and strict confidentiality regarding member account information.
Ability to work additional hours when necessary.
Fluency in English.
Ability to adhere to the work schedule and attendance policy established by the manager.
Regional travel is required; must have a vehicle and a valid driver’s license.

Nice To Haves

Experience in the credit union or financial services industry.
Interest and motivation to obtain additional investment licenses.

Responsibilities

Develop an understanding of FAS solutions and coordinate with Financial Advisors to help meet client needs holistically.
Identify and promote cross-selling opportunities for FAS products with new and existing clients across business lines.
Work referrals to connect members promptly with qualified FAS employees.
Assist licensed Investment Representatives with annual review calls, new account packets, account maintenance, pre-meeting preparation, appointment scheduling, and other tasks that do not require investment licensing.
Act as a liaison between the Financial Advisor network and back-office teams to improve communication and allocation of Financial Advisors’ time.
Help Trust Representatives maintain the Estate Planning calendar and follow up with members about appointments as needed.
Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, and future systems.
Communicate frequently with the FAS District Manager about activities and results in the assigned area.
Train branch staff on FAS solutions to improve member referrals and educate employees about how FAS solutions may support their financial well-being.
Participate in community involvement events organized by the District Manager, such as promotional presentations, member appreciation events, and educational sessions.
Prepare and deliver documents to clients for signatures on new accounts and account servicing.
Submit completed account documents for timely approval and connect clients with Financial Advisors for follow-up meetings as needed.
Comply with Credit Union policies and regulatory requirements, protect member confidentiality, and follow security and control procedures.
Complete required quarterly courses, continuing education, and other training assigned by management.